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BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan NameBRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN
Plan identification number 001

BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRUCKNER TRUCK SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRUCKNER TRUCK SALES, INC.
Employer identification number (EIN):750972825
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Additional information about BRUCKNER TRUCK SALES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1957-09-04
Company Identification Number: 0014182500
Legal Registered Office Address: 9471 E INTERSTATE 40

AMARILLO
United States of America (USA)
79118

More information about BRUCKNER TRUCK SALES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01JAMES MOODY
0012016-07-01WESLEY LAWHORN
0012015-07-01WESLEY LAWHORN
0012014-07-01WESLEY LAWHORN
0012013-07-01WESLEY LAWHORN
0012012-07-01WESLEY LAWHORN
0012011-07-01WESLEY LAWHORN
0012009-07-01PAT FROST

Plan Statistics for BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2021: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,461
Total number of active participants reported on line 7a of the Form 55002021-07-011,281
Number of retired or separated participants receiving benefits2021-07-019
Number of other retired or separated participants entitled to future benefits2021-07-01284
Total of all active and inactive participants2021-07-011,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-011,576
Number of participants with account balances2021-07-011,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01113
2020: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,222
Total number of active participants reported on line 7a of the Form 55002020-07-011,187
Number of retired or separated participants receiving benefits2020-07-018
Number of other retired or separated participants entitled to future benefits2020-07-01239
Total of all active and inactive participants2020-07-011,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-011,437
Number of participants with account balances2020-07-011,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01128
2019: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,156
Total number of active participants reported on line 7a of the Form 55002019-07-01968
Number of retired or separated participants receiving benefits2019-07-0115
Number of other retired or separated participants entitled to future benefits2019-07-01223
Total of all active and inactive participants2019-07-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-014
Total participants2019-07-011,210
Number of participants with account balances2019-07-011,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0180
2018: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,099
Total number of active participants reported on line 7a of the Form 55002018-07-01980
Number of retired or separated participants receiving benefits2018-07-01151
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-011,133
Number of participants with account balances2018-07-011,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0190
2017: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01985
Total number of active participants reported on line 7a of the Form 55002017-07-01897
Number of retired or separated participants receiving benefits2017-07-016
Number of other retired or separated participants entitled to future benefits2017-07-01170
Total of all active and inactive participants2017-07-011,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-011,075
Number of participants with account balances2017-07-011,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-01111
2016: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01986
Total number of active participants reported on line 7a of the Form 55002016-07-01879
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-0199
Total of all active and inactive participants2016-07-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-01985
Number of participants with account balances2016-07-01908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01119
2015: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01899
Total number of active participants reported on line 7a of the Form 55002015-07-01871
Number of retired or separated participants receiving benefits2015-07-016
Number of other retired or separated participants entitled to future benefits2015-07-0181
Total of all active and inactive participants2015-07-01958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01962
Number of participants with account balances2015-07-01896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0189
2014: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01965
Total number of active participants reported on line 7a of the Form 55002014-07-01794
Number of retired or separated participants receiving benefits2014-07-0113
Number of other retired or separated participants entitled to future benefits2014-07-0184
Total of all active and inactive participants2014-07-01891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01893
Number of participants with account balances2014-07-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0176
2013: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01953
Total number of active participants reported on line 7a of the Form 55002013-07-01682
Number of retired or separated participants receiving benefits2013-07-019
Number of other retired or separated participants entitled to future benefits2013-07-01272
Total of all active and inactive participants2013-07-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01965
Number of participants with account balances2013-07-01902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0161
2012: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01894
Total number of active participants reported on line 7a of the Form 55002012-07-01658
Number of retired or separated participants receiving benefits2012-07-0118
Number of other retired or separated participants entitled to future benefits2012-07-01226
Total of all active and inactive participants2012-07-01902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01904
Number of participants with account balances2012-07-01878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0163
2011: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01753
Total number of active participants reported on line 7a of the Form 55002011-07-01634
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01256
Total of all active and inactive participants2011-07-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-014
Total participants2011-07-01894
Number of participants with account balances2011-07-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0147
2009: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01685
Total number of active participants reported on line 7a of the Form 55002009-07-01492
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01198
Total of all active and inactive participants2009-07-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01690
Number of participants with account balances2009-07-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0142

Financial Data on BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2022 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-337,820
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$13,200,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$12,835,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$11,569,597
Value of total assets at end of year2022-06-30$87,076,067
Value of total assets at beginning of year2022-06-30$100,614,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$364,858
Total interest from all sources2022-06-30$107,735
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$364,858
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$5,593,902
Participant contributions at end of year2022-06-30$2,426,116
Participant contributions at beginning of year2022-06-30$2,711,713
Participant contributions at end of year2022-06-30$70,002
Participant contributions at beginning of year2022-06-30$2,202
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$1,651,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Total non interest bearing cash at end of year2022-06-30$2,909
Total non interest bearing cash at beginning of year2022-06-30$3,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-13,538,534
Value of net assets at end of year (total assets less liabilities)2022-06-30$87,076,067
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$100,614,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$80,299,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$95,799,189
Interest on participant loans2022-06-30$107,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-12,015,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$4,324,482
Employer contributions (assets) at end of year2022-06-30$4,277,982
Employer contributions (assets) at beginning of year2022-06-30$2,098,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$12,835,856
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410746749
2021 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$27,227,976
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$4,833,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$4,513,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$7,535,756
Value of total assets at end of year2021-06-30$100,614,601
Value of total assets at beginning of year2021-06-30$78,219,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$319,658
Total interest from all sources2021-06-30$127,316
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$319,658
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$4,142,943
Participant contributions at end of year2021-06-30$2,711,713
Participant contributions at beginning of year2021-06-30$2,434,931
Participant contributions at end of year2021-06-30$2,202
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$1,274,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$3,329
Total non interest bearing cash at beginning of year2021-06-30$3,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$22,394,696
Value of net assets at end of year (total assets less liabilities)2021-06-30$100,614,601
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$78,219,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$95,799,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$73,794,270
Interest on participant loans2021-06-30$127,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$19,564,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,118,584
Employer contributions (assets) at end of year2021-06-30$2,098,168
Employer contributions (assets) at beginning of year2021-06-30$1,987,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,513,622
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410746749
2020 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$9,469,226
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$5,253,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$4,983,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$6,084,437
Value of total assets at end of year2020-06-30$78,219,905
Value of total assets at beginning of year2020-06-30$74,003,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$269,457
Total interest from all sources2020-06-30$111,165
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$269,457
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$3,900,914
Participant contributions at end of year2020-06-30$2,434,931
Participant contributions at beginning of year2020-06-30$1,900,536
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$179,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$3,638
Total non interest bearing cash at beginning of year2020-06-30$8,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$4,216,155
Value of net assets at end of year (total assets less liabilities)2020-06-30$78,219,905
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$74,003,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$73,794,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$68,401,886
Interest on participant loans2020-06-30$111,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,273,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,003,704
Employer contributions (assets) at end of year2020-06-30$1,987,066
Employer contributions (assets) at beginning of year2020-06-30$3,692,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$4,983,614
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-06-30410746749
2019 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$11,797,755
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$4,860,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$4,617,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$7,914,794
Value of total assets at end of year2019-06-30$74,003,750
Value of total assets at beginning of year2019-06-30$67,066,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$243,464
Total interest from all sources2019-06-30$89,632
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$243,464
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$3,890,457
Participant contributions at end of year2019-06-30$1,900,536
Participant contributions at beginning of year2019-06-30$1,816,845
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$292,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Total non interest bearing cash at end of year2019-06-30$8,423
Total non interest bearing cash at beginning of year2019-06-30$1,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$6,936,760
Value of net assets at end of year (total assets less liabilities)2019-06-30$74,003,750
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$67,066,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$68,401,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$62,968,846
Interest on participant loans2019-06-30$89,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$3,793,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$3,731,679
Employer contributions (assets) at end of year2019-06-30$3,692,905
Employer contributions (assets) at beginning of year2019-06-30$2,279,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,617,531
Liabilities. Value of benefit claims payable at end of year2019-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-06-30410746749
2018 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$10,803,148
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$3,709,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,468,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$6,017,654
Value of total assets at end of year2018-06-30$67,066,990
Value of total assets at beginning of year2018-06-30$59,973,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$240,735
Total interest from all sources2018-06-30$81,334
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$240,735
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$3,473,071
Participant contributions at end of year2018-06-30$1,816,845
Participant contributions at beginning of year2018-06-30$1,636,428
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$228,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$1,865
Total non interest bearing cash at beginning of year2018-06-30$406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$7,093,557
Value of net assets at end of year (total assets less liabilities)2018-06-30$67,066,990
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$59,973,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$62,968,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$57,550,166
Interest on participant loans2018-06-30$81,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$4,704,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,316,171
Employer contributions (assets) at end of year2018-06-30$2,279,434
Employer contributions (assets) at beginning of year2018-06-30$786,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,468,856
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-06-30410746749
2017 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$10,381,190
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,749,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,507,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,354,950
Value of total assets at end of year2017-06-30$59,973,433
Value of total assets at beginning of year2017-06-30$53,341,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$241,983
Total interest from all sources2017-06-30$64,421
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$241,983
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$3,030,238
Participant contributions at end of year2017-06-30$1,636,428
Participant contributions at beginning of year2017-06-30$1,492,287
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$19,842
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$509,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$406
Total non interest bearing cash at beginning of year2017-06-30$869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$6,632,118
Value of net assets at end of year (total assets less liabilities)2017-06-30$59,973,433
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$53,341,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$57,550,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$50,127,657
Income. Interest from loans (other than to participants)2017-06-30$64,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$5,961,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$815,000
Employer contributions (assets) at end of year2017-06-30$786,433
Employer contributions (assets) at beginning of year2017-06-30$1,700,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,507,089
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-06-30410746749
2016 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$5,350,648
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$2,421,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,185,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,029,356
Value of total assets at end of year2016-06-30$53,341,315
Value of total assets at beginning of year2016-06-30$50,411,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$235,969
Total interest from all sources2016-06-30$61,610
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$235,969
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$2,893,382
Participant contributions at end of year2016-06-30$1,492,287
Participant contributions at beginning of year2016-06-30$1,444,725
Participant contributions at end of year2016-06-30$19,842
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$398,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$869
Total non interest bearing cash at beginning of year2016-06-30$1,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$2,929,641
Value of net assets at end of year (total assets less liabilities)2016-06-30$53,341,315
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$50,411,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$50,127,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$45,261,445
Income. Interest from loans (other than to participants)2016-06-30$61,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$259,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,737,000
Employer contributions (assets) at end of year2016-06-30$1,700,660
Employer contributions (assets) at beginning of year2016-06-30$3,703,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,185,038
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-06-30410746749
2015 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$7,943,841
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,433,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,196,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$6,839,824
Value of total assets at end of year2015-06-30$50,411,674
Value of total assets at beginning of year2015-06-30$45,901,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$236,840
Total interest from all sources2015-06-30$1,104,017
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$236,840
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$2,670,959
Participant contributions at end of year2015-06-30$1,444,725
Participant contributions at beginning of year2015-06-30$1,274,315
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$423,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$1,994
Total non interest bearing cash at beginning of year2015-06-30$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$4,510,198
Value of net assets at end of year (total assets less liabilities)2015-06-30$50,411,674
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$45,901,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$45,261,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$41,461,849
Income. Interest from loans (other than to participants)2015-06-30$58,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$1,045,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,745,058
Employer contributions (assets) at end of year2015-06-30$3,703,510
Employer contributions (assets) at beginning of year2015-06-30$3,165,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,196,803
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BROWN, GRAHAM & CO., P.C.
Accountancy firm EIN2015-06-30751386677
2014 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$11,931,168
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,777,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,605,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,687,322
Value of total assets at end of year2014-06-30$45,901,476
Value of total assets at beginning of year2014-06-30$36,747,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$171,956
Total interest from all sources2014-06-30$47,617
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,321,929
Participant contributions at end of year2014-06-30$1,274,315
Participant contributions at beginning of year2014-06-30$1,059,162
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$200,151
Administrative expenses (other) incurred2014-06-30$171,956
Total non interest bearing cash at end of year2014-06-30$70
Total non interest bearing cash at beginning of year2014-06-30$67,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$9,153,755
Value of net assets at end of year (total assets less liabilities)2014-06-30$45,901,476
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$36,747,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$41,461,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$33,929,689
Interest on participant loans2014-06-30$47,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,196,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$3,165,242
Employer contributions (assets) at end of year2014-06-30$3,165,242
Employer contributions (assets) at beginning of year2014-06-30$1,690,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,605,457
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BROWN, GRAHAM & CO., P.C.
Accountancy firm EIN2014-06-30751386677
2013 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$8,291,297
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$3,804,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,609,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,571,162
Value of total assets at end of year2013-06-30$36,747,721
Value of total assets at beginning of year2013-06-30$32,261,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$195,032
Total interest from all sources2013-06-30$42,860
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,079,126
Participant contributions at end of year2013-06-30$1,059,162
Participant contributions at beginning of year2013-06-30$1,044,469
Administrative expenses (other) incurred2013-06-30$195,032
Total non interest bearing cash at end of year2013-06-30$67,906
Total non interest bearing cash at beginning of year2013-06-30$54,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,486,341
Value of net assets at end of year (total assets less liabilities)2013-06-30$36,747,721
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$32,261,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$33,929,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$28,147,292
Interest on participant loans2013-06-30$42,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,677,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,492,036
Employer contributions (assets) at end of year2013-06-30$1,690,815
Employer contributions (assets) at beginning of year2013-06-30$3,015,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,609,924
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BROWN, GRAHAM & CO., P.C.
Accountancy firm EIN2013-06-30751386677
2012 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$5,431,399
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,809,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,632,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$4,965,878
Value of total assets at end of year2012-06-30$32,261,380
Value of total assets at beginning of year2012-06-30$29,639,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$176,779
Total interest from all sources2012-06-30$45,090
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,849,823
Participant contributions at end of year2012-06-30$1,044,469
Participant contributions at beginning of year2012-06-30$986,744
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$101,055
Administrative expenses (other) incurred2012-06-30$176,779
Total non interest bearing cash at end of year2012-06-30$54,619
Total non interest bearing cash at beginning of year2012-06-30$29,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,621,825
Value of net assets at end of year (total assets less liabilities)2012-06-30$32,261,380
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$29,639,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$28,147,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$26,594,606
Interest on participant loans2012-06-30$45,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$420,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,015,000
Employer contributions (assets) at end of year2012-06-30$3,015,000
Employer contributions (assets) at beginning of year2012-06-30$2,028,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,632,795
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BROWN, GRAHAM & CO., P.C.
Accountancy firm EIN2012-06-30751386677
2011 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$8,607,417
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$3,312,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,945,501
Expenses. Certain deemed distributions of participant loans2011-06-30$122,180
Value of total corrective distributions2011-06-30$55,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,825,408
Value of total assets at end of year2011-06-30$29,639,555
Value of total assets at beginning of year2011-06-30$24,344,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$189,152
Total interest from all sources2011-06-30$44,423
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,492,739
Participant contributions at end of year2011-06-30$986,744
Participant contributions at beginning of year2011-06-30$755,800
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$259,486
Administrative expenses (other) incurred2011-06-30$189,152
Total non interest bearing cash at end of year2011-06-30$29,805
Total non interest bearing cash at beginning of year2011-06-30$472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$5,294,953
Value of net assets at end of year (total assets less liabilities)2011-06-30$29,639,555
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$24,344,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$26,594,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$23,102,660
Interest on participant loans2011-06-30$44,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,737,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,073,183
Employer contributions (assets) at end of year2011-06-30$2,028,400
Employer contributions (assets) at beginning of year2011-06-30$485,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,945,501
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BROWN, GRAHAM & CO., P.C.
Accountancy firm EIN2011-06-30751386677
2010 : BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN

2021: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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